Never wonder how your Instinct EMR bill is calculated again! This report gives you full visibility into the numbers behind your bill, showing not only the totals used in the calculation but also the individual transactions that make up those totals. It also captures transaction updates that aren’t included in standard in-app reports (by design), so you always have the complete picture.
With this report, you can:
See the payment, deposit, and refund totals and details that form the basis of your EMR billing.
Review the total amount for the billing period, broken down by all contributing transactions and payments.
Understand how voids and unvoid actions may lead to differences between this report and other in-app reporting views.
Questions the Dashboard Can Answer:
What is the total payments + deposits – refunds during the billing period that your EMR bill is based on?
Which transactions, payments, and actions contributed to those totals?
Are there any voids or unvoids outside the billing period that explain discrepancies or unexpected totals?
Staff with the permission of analytics_dashboard_emr_billing assigned to a role will have access to this dashboard in Analytics.
💡To learn more about how to access and run reports for dashboards, see our Analytics Dashboards guide.
The EMR Billing dashboard consists of 3 main tabs:
Summary Tab: Shows a summary of total payments, deposits and refunds used in calculating monthly revenue.
Details Tab: Shows each transaction within the reporting period that was used to calculate the totals on the Summary tab.
Voids Tab: Displays a list of transactions that were voided after the original reporting period.
🚨Important to Know: The EMR Billing report is a “point-in-time” report that is unchanging. For example, the bill for the month of August is finalized at 11:59 pm local time on August 31st, and the report for August will remain the same whether you run it in September, October, or beyond. This means that the EMR Billing Summary and Details tabs will NOT account for void or unvoid actions done in a later month for transactions made during the billing month. For this reason, the EMR Billing report is expected to be the source of truth for your bill.